Holders over time
- OLED
- AAPL
| Quarter | OLED | AAPL |
|---|---|---|
| Q3 2020 | 7 holders, $905m | 40 holders, $229bn |
| Q4 2020 | 8 holders, $924m | 48 holders, $256bn |
| Q1 2021 | 7 holders, $663m | 45 holders, $224bn |
| Q2 2021 | 8 holders, $544m | 43 holders, $247bn |
| Q3 2021 | 7 holders, $324m | 38 holders, $252bn |
| Q4 2021 | 6 holders, $261m | 43 holders, $330bn |
| Q1 2022 | 6 holders, $198m | 41 holders, $326bn |
| Q2 2022 | 7 holders, $81m | 42 holders, $253bn |
| Q3 2022 | 8 holders, $114m | 36 holders, $255bn |
| Q4 2022 | 6 holders, $216m | 39 holders, $234bn |
| Q1 2023 | 8 holders, $360m | 42 holders, $298bn |
| Q2 2023 | 6 holders, $302m | 43 holders, $356bn |
| Q3 2023 | 7 holders, $360m | 42 holders, $309bn |
| Q4 2023 | 10 holders, $858m | 43 holders, $346bn |
| Q1 2024 | 8 holders, $498m | 46 holders, $287bn |
| Q2 2024 | 8 holders, $964m | 56 holders, $316bn |
| Q3 2024 | 7 holders, $399m | 50 holders, $323bn |
| Q4 2024 | 5 holders, $194m | 51 holders, $333bn |
| Q1 2025 | 6 holders, $180m | 49 holders, $285bn |
| Q2 2025 | 5 holders, $97m | 50 holders, $248bn |
| Q3 2025 | 6 holders, $162m | 50 holders, $305bn |
| Q4 2025 | 5 holders, $100m | 51 holders, $355bn |
| Q1 2026 | 7 holders, $230m | 53 holders, $334bn |
| Q2 2026 | 8 holders, $263m | 48 holders, $373bn |
Universal Display Corp
- Holders
- 10
- Reported value
- $858m
- Buyers
- 7
- Sellers
- 3
Breadth +4 among 93 comparable managers.
Apple Inc
- Holders
- 43
- Reported value
- $346bn
- Buyers
- 22
- Sellers
- 21
Breadth +1 among 93 comparable managers.
Who holds both, Q4 2023
Both (6)
AllianceBernstein LP, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Janus Henderson Group Ltd, Neuberger Berman Group LLC
Only OLED (4)
Holocene Advisors LP, Maverick Capital Ltd, Point72 Asset Management LP, Winton Group Ltd
Only AAPL (37)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, and 12 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.